LBMC Investment Advisors, LLC ETF holdings
Brentwood, TN
Reported $1.6B in 124 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.6B
ETFs held
124
Change from prior quarter
+12.1%
With price moves
ETFs as a share of its 13F
89.0%
of $1.8B
Top 10 of 124 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $311.2M | 415,571 | −4,769 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $280.6M | 1,319,004 | −4,356 shares |
| IWM | iShares Russell 2000 ETF | $211.2M | 702,868 | −1,941 shares |
| HDV | iShares Core High Dividend ETF | $63.2M | 2,307,284 | +1,848,884 shares |
| IEFA | iShares Core MSCI EAFE ETF | $60.1M | 622,624 | +27,464 shares |
| EFA | iShares MSCI EAFE ETF | $50.5M | 486,616 | −1,824 shares |
| IBHH | iShares iBonds 2028 Term High Yield and Income ETF | $45.5M | 1,937,560 | +196,432 shares |
| IBHI | iShares iBonds 2029 Term High Yield and Income ETF | $40.0M | 1,709,445 | +241,669 shares |
| IBHG | iShares iBonds 2027 Term High Yield and Income ETF | $39.1M | 1,772,416 | +155,798 shares |
| DVY | iShares Select Dividend ETF | $36.1M | 231,257 | +550 shares |
114 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001536924. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does LBMC Investment Advisors, LLC own?
LBMC Investment Advisors, LLC reported 124 ETF positions worth $1.6B in its Form 13F for June 30, 2026. The largest was IVV, at $311.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.